¡Ya estamos en !
Descubre más
Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Orion Capital Management
Coronado,
California
| USD 237 M | +USD 9.6 M | +4% | 2.57% | 75.3% | 507 | 13.81% | 1 |
|
| 5027 |
5027
Stone Run Capital
New York
| USD 237 M | -USD 17.2 M | -7% | 0.7% | 77.8% | 72 | 13.89% | 7.1 |
|
| 5028 |
5028
TTP Investments
San Jose,
California
| USD 237 M | -USD 48.8 M | -17% | 7.09% | 232% | 41 | 19.51% | 2 |
|
| 5029 |
IGYL
5029
I.G.Y. Ltd
London,
United Kingdom
| USD 237 M | -USD 2.81 M | -1% | 0.63% | 80.5% | 3 | 0% | 5 |
|
| 5030 |
5030
Lokken Investment Group
Lewes,
Delaware
| USD 237 M | +USD 5.61 M | +2% | 0.91% | 65.3% | 149 | 18.12% | 2.4 |
|
| 5031 |
5031
Rossby Financial
Melbourne,
Florida
| USD 237 M | +USD 75.5 M | +47% | 0.17% | – | 1,084 | 82.01% | 0 |
|
| 5032 |
5032
Biltmore Wealth Management
Tempe,
Arizona
| USD 237 M | -USD 3.07 M | -1% | 0.29% | 59.8% | 59 | 8.47% | 3.9 |
|
| 5033 |
5033
Theory Financial
Fort Collins,
Colorado
| USD 237 M | -USD 2.05 M | -0.9% | 0.03% | 58.3% | 89 | 25.84% | 1.4 |
|
| 5034 |
5034
Rivermont Capital Management
New York
| USD 237 M | -USD 28.5 M | -11% | 1.78% | 555% | 23 | 39.13% | 1 |
|
| 5035 |
5035
Wela Strategies
Atlanta,
Georgia
| USD 237 M | +USD 4.89 M | +2% | 0.77% | 51.3% | 75 | 60% | 2.6 |
|
| 5036 |
5036
William Marsh Rice University
Houston,
Texas
| USD 237 M | +USD 21.7 M | +10% | 1.26% | 1.81% | 4 | 50% | 2.8 |
|
| 5037 |
5037
Maestria Partners
Atlanta,
Georgia
| USD 237 M | -USD 15.7 M | -6% | 12.5% | – | 15 | 13.33% | 0.2 |
|
| 5038 |
5038
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 237 M | -USD 461 k | -0.2% | 1.53% | 117% | 218 | 2.29% | 1.2 |
|
| 5039 |
5039
BHK Investment Advisors
Birmingham,
Alabama
| USD 237 M | -USD 29.9 M | -11% | 2.28% | 54.6% | 62 | 4.84% | 4.6 |
|
| 5040 |
5040
KKM Financial
Chicago,
Illinois
| USD 237 M | -USD 3.38 M | -1% | 0.28% | – | 155 | 7.74% | 1 |
|
| 5041 |
5041
BIP Alliance
Atlanta,
Georgia
| USD 236 M | +USD 55 k | +0% | 2.1% | – | 51 | 9.8% | 0.2 |
|
| 5042 |
5042
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 236 M | -USD 121 M | -34% | 0.85% | 102% | 838 | 19.81% | 1.2 |
|
| 5043 |
5043
Stableford Capital II
Scottsdale,
Arizona
| USD 236 M | -USD 16.6 M | -7% | 2.61% | 66.9% | 136 | 25% | 1.6 |
|
| 5044 |
5044
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| USD 236 M | +USD 1.84 M | +0.8% | 1.18% | – | 95 | 5.26% | 0.2 |
|
| 5045 |
5045
Westshore Wealth
Newport Beach,
California
| USD 236 M | -USD 10.5 M | -4% | 3.59% | 58.8% | 102 | 16.67% | 2.9 |
|
| 5046 |
5046
Deepwater Asset Management
Minneapolis,
Minnesota
| USD 236 M | -USD 70.1 M | -23% | 17.1% | 142% | 25 | 24% | 1.2 |
|
| 5047 |
5047
BWM Planning
The Woodlands,
Texas
| USD 236 M | +USD 6.47 M | +3% | 0.22% | – | 79 | 6.33% | 0.5 |
|
| 5048 |
5048
Texas Bank & Trust
Longview,
Texas
| USD 236 M | -USD 6.38 M | -3% | 0.06% | – | 184 | 8.7% | 0.2 |
|
| 5049 |
5049
Mad River Investors
Boston,
Massachusetts
| USD 236 M | +USD 20.8 M | +10% | 12.8% | 169% | 27 | 14.81% | 4 |
|
| 5050 |
5050
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| USD 236 M | -USD 511 k | -0.2% | 4.06% | – | 70 | 74.29% | 0.2 |
|